Private Client Solutions
Naming a trustee to be responsible for managing your assets and legal affairs is one of the most important decisions you can make. Legacy Trust offers the extensive knowledge and experience necessary to handle your trust.
If you’re thinking about setting up, or reviewing and existing family trust, then you have come to the right place.
Wealth & Estate Planning
Our wealth & estate planning services are driven by one overriding objective: to simplify the complexities of your financial life through sound investment advice and responsible tax planning.
Wealth Protection and Structure
We recognise that all of our clients are different in terms of their personal and family business situations, and offer a tailor-made approach for the protection and transfer of your wealth. We take time with our clients, their families and advisers to understand personal requirements and aspirations for the future; use the right type of structure to suit the family or business family needs and manage those needs across future generations.
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